FAQs

How do I leave a legacy?

Working with an attorney on things like proper account titling, power of attorney, trusts and wills are all things you should consider when creating a legacy plan.

By having the proper estate strategy in place, you can eliminate probate and make it easier for your family during their time of grieving. The last thing you should hope for is a legal obligation while your loved ones are mourning their loss.

Over the next few decades, $52 TRILLION IN WEALTH will be transferred to the next generation1.

1 John J. Havens and Paul G. Schervish. Center on Wealth and Philanthropy Boston College. May 28, 2014. “A Golden Age of Philanthropy Still Beckons: National Wealth Transfer and Potential for Philanthropy Technical Report.”

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!

Have Questions for Ginger?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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